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ExxonMobil

Name Holding Trade Value Shares
Change
Change in
Stake
FA
2151
Financial Advantage
Maryland
$260K
CWM
2152
Confluence Wealth Management
Oregon
$260K +$70K +1,267 +23%
NQWM
2153
Northwest Quadrant Wealth Management
Oregon
$260K +$105K +1,908 +48%
HGWM
2154
Horst & Graben Wealth Management
Oregon
$260K +$379K +6,856 New
PS
2155
Portfolio Solutions
Michigan
$259K +$13.6K +246 +4%
VDBMI
2156
Van Den Berg Management I
Texas
$259K +$135K +2,452 +56%
ML
2157
McAdam LLC
Pennsylvania
$258K -$12.1K -219 -3%
RVPG
2158
Relative Value Partners Group
$258K +$56.3K +1,020 +18%
FCFC
2159
First Citizens Financial Corp
Iowa
$257K +$14.5K +262 +4%
BIA
2160
Barry Investment Advisors
Massachusetts
$257K +$149K +2,700 +66%
CSPIA
2161
Cary Street Partners Investment Advisory
Virginia
$256K -$457K -8,283 -55%
FC
2162
Ferris Capital
Massachusetts
$256K -$119K -2,152 -24%
SA
2163
Shilanski & Associates
Alaska
$256K +$16.2K +293 +5%
VIM
2164
Veritas Investment Management
United Kingdom
$256K +$227K +4,109 +156%
RSWM
2165
Robertson Stephens Wealth Management
California
$256K +$373K +6,752 New
SC
2166
Schoolcraft Capital
Colorado
$256K -$11K -200 -3%
FTUS
2167
Flow Traders U.S.
New York
$255K +$370K +6,704 New
HFS
2168
Howard Financial Services
Texas
$254K -$2.1M -38,014 -85%
TLP
2169
Trinity Legacy Partners
Texas
$254K -$39.3K -711 -10%
RWA
2170
Redhawk Wealth Advisors
Minnesota
$253K -$177K -3,204 -32%
FAN
2171
Financial Advisors Network
California
$251K -$99.8K -1,807 -21%
CAMG
2172
CWA Asset Management Group
Florida
$250K -$296K -5,355 -45%
EP
2173
EPIQ Partners
Minnesota
$250K
VSWA
2174
Vontobel Swiss Wealth Advisors
Switzerland
$249K +$157K +2,835 +76%
MIM
2175
Moseley Investment Management
Florida
$248K -$2.87K -52 -0.8%